Planning matters

What Can the Client Services Team Do for You?

Have you ever had a question regarding your investment accounts or other financial planning matters, but not sure who to contact in our office? At Johnson Bixby, we have an experienced team available to help you with those very questions. Some of the most common questions we get are related to the following topics: Needing…

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4 Reasons You May Want to Relocate in Retirement

Many people retire in the same place they lived during their working years. If the city or town you lived in throughout your career is filled with family, friends, and quality of life (awesome weather, great food, the arts, etc) then you may want to stay put during your golden years. However, relocating in retirement…

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What We’re Listening To: Johnson Bixby Team Shares Favorite Podcasts

If the clock turning back this coming Sunday, Nov. 3 has you dreading your evening commute in the dark, we have some good news. How about a new podcast to listen to on your way home? We’ve asked our team to recommend their favorites. Tune in and enjoy!   Amanda Reynolds, Client Services Currently Listening…

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It’s Time

It is time. Those words resonated in my mind this summer and landed on the pages in my journal. I wrote down “It is time” and stared at the three simple words. I asked myself, “what is it that I need or desire in this season of my life? Is ‘it’ something new, or something…

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71 Days Until Christmas…Are You Financially Ready?

Christmas is a magical time of year for kids and adults alike. Family traditions, company parties, serving in your community, baking cookies and shopping are all part of what we anticipate with the holiday season. With so many cherished events on the horizon, the costs can add up. In today’s blog post we look at…

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